Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Errol? Claim Your ProfileErrol Cavanaugh is an investment advisor representative associated with Fidelity Personal and Workplace Advisors, located in Los Angeles, CA. Errol Cavanaugh has been in the securities industry for over 6 years and is registered with FINRA and the state of California. Errol has passed the Series 7 and Series 66 exams and is also licensed in 13 states. Errol Cavanaugh has previously been employed with MML Investors Services, LLC, Equitable Advisors, LLC, and Securian Financial Services, Inc. Fidelity Personal and Workplace Advisors is an investment advisor with over $1 billion - $10 billion in regulatory assets under management.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
CA
04/03/2023 - Present
Fidelity Personal AND Workplace Advisors (LOS ANGELES CA)
CA
02/09/2021 - 12/31/2021
MML INVESTORS SERVICES, LLC (LOS ANGELES CA)
CA
05/20/2019 - 01/26/2021
EQUITABLE ADVISORS, LLC (LOS ANGELES CA)
FL
08/31/2017 - 04/16/2019
SECURIAN FINANCIAL SERVICES, INC. (ORLANDO FL)
BOTH
Issued 10/10/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/31/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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